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Self funding instalments - gearing and tax strategies presentation

Published on 25 May 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

The presentation covers:

  • what are instalments and how do they work?
    • overview of self funding instalments and income instalments
    • what are they?
    • how do they work?
    • why you should use SFIs in self managed superannuation funds?
    • how do you implement the use of SFI into a SMSF?
    • shares versus instalment warrants in SMSF
    • extracting cash from existing portfolios and diversify investments
  • regulatory requirements
    • SIS regulations
    • investment strategy considerations
    • tax considerations
  • case studies using self funding instalments in SMSF
    • long term growth
    • tax management.

Author profile:

Philip MCLEAN


 
Individual sessions

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